Sageworth Trust’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $232K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $82.2K | Hold |
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|
2022
Q4 | $71K | Hold |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $68K | Sell |
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|
2021
Q1 | $115K | Sell |
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|
2020
Q4 | $169K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $34K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $516K | Buy |
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